Webinar Call Funnel: Automate Follow-ups
Salesable By Ascend
44 steps
7 minutes
Freshchat
Salesable
Click **Guide Me** to follow along on **Salesable**!
Step 1.1: Create your Folder
1
Click **Automation.**
2
Click **Create Folder**.
3
**Set the name** your folder.
4
Click **Create** and you're done creating a folder for your Webinar Call Funnel Workflow.
Step 1.2: Clone all Workflows
5
Look for the folder **General Webinar Funnel Workflow Template** and open it.
6
Click the **3 dots**.
7
Click **Duplicate Workflow**.
8
**Rename** the cloned workflow to your preference.
9
Then click **Create.** Continue to duplicate the remaining 2 workflow templates following the same steps.
10
Next is you need to **move the duplicated workflow templates** to your **created folder**.
11
Click 3 dots then **Move to Folder.**
12
Click the **back arrow** then **Look for the folder you created.** Then Click **Move Here.**
13
Do the same procedure with the remaining 2 workflows - **Appointment Booked + Reminder sequence** and **Canceled Appointment.**
Step 1.3: Edit emails and SMS for each Workflow and connecting each Worflow to different action.o
14
Go back to **Automations.**
15
Look for the **folder** of your **Webinar Call funnel workflow**.
16
Click on your **Webinar Opt-in workflow to edit**.
17
Click the **Trigger Action** to open the settings on the right side.
18
Under **Filters**, Look for **Form is** and then **choose your Opt-in form** name from the drop down menu.
19
Click **Save Trigger**.
20
Click the **Send email action** to edit the settings on the right side.
21
You can **choose a template** or you can **manually create your message** in the message body section.
22
Click on **Save Action** once done editing the message.
23
You can edit the other Send email action in the workflow by clicking on it. On this example we have the D+1 Email.
24
Once you're done with editing the message click on **Save action**.
25
To **save all the changes** you made on the workflow, click **Save** on the upper right.
26
Click "Back to Workflows"
27
Click on your **Appointment booked workflow to edit**.
28
Click on the **Trigger action Customer Booked Appointment** to configure.
29
On the right side under **Filters,** look for In **Calendar** then **Select the Calendar you created**.
30
Click **Save Trigger**.
31
Click the **Send email action Confirmation email** to edit and then Click **Save Action**.
32
Click **Save** on the upper right side to save all the changes on the workflow.
33
Click **Back to Workflows**.
34
Look for your **Cancelled Appointment Workflow** and **click on it**.
35
Click the Trigger action **Customer Cancelled Appointment.**
36
Under **Filters**, look for **In calendar** then **select the calendar you created** in the drop-down menu. Click **Save Trigger**.
37
Click the **Send email** action **Canceled appointment email** to edit.
38
Make the **edits** on the right side.
39
Click **Save Action**.
40
Click **Save** on the upper right to make sure you save all the changes on this workflow.
Edit Sender Name and Email Address for each Workflows
41
Click **Settings**.
42
Click the **From Name** field under **Sender details** to add your preferred name.
43
Click the **From Email** field to **edit your Sender email address**.
44
Click **Save** to update all the changes. **Congratulations**! You've completed the tutorial to create your **Webinar Call Funnel**.
Webinar Call Funnel: Automate Follow-ups
Salesable By Ascend
44 steps
7 minutes
Freshchat
Salesable
Click **Guide Me** to follow along on **Salesable**!
Step 1.1: Create your Folder
1
Click **Automation.**
2
Click **Create Folder**.
3
**Set the name** your folder.
4
Click **Create** and you're done creating a folder for your Webinar Call Funnel Workflow.
Step 1.2: Clone all Workflows
5
Look for the folder **General Webinar Funnel Workflow Template** and open it.
6
Click the **3 dots**.
7
Click **Duplicate Workflow**.
8
**Rename** the cloned workflow to your preference.
9
Then click **Create.** Continue to duplicate the remaining 2 workflow templates following the same steps.
10
Next is you need to **move the duplicated workflow templates** to your **created folder**.
11
Click 3 dots then **Move to Folder.**
12
Click the **back arrow** then **Look for the folder you created.** Then Click **Move Here.**
13
Do the same procedure with the remaining 2 workflows - **Appointment Booked + Reminder sequence** and **Canceled Appointment.**
Step 1.3: Edit emails and SMS for each Workflow and connecting each Worflow to different action.o
14
Go back to **Automations.**
15
Look for the **folder** of your **Webinar Call funnel workflow**.
16
Click on your **Webinar Opt-in workflow to edit**.
17
Click the **Trigger Action** to open the settings on the right side.
18
Under **Filters**, Look for **Form is** and then **choose your Opt-in form** name from the drop down menu.
19
Click **Save Trigger**.
20
Click the **Send email action** to edit the settings on the right side.
21
You can **choose a template** or you can **manually create your message** in the message body section.
22
Click on **Save Action** once done editing the message.
23
You can edit the other Send email action in the workflow by clicking on it. On this example we have the D+1 Email.
24
Once you're done with editing the message click on **Save action**.
25
To **save all the changes** you made on the workflow, click **Save** on the upper right.
26
Click "Back to Workflows"
27
Click on your **Appointment booked workflow to edit**.
28
Click on the **Trigger action Customer Booked Appointment** to configure.
29
On the right side under **Filters,** look for In **Calendar** then **Select the Calendar you created**.
30
Click **Save Trigger**.
31
Click the **Send email action Confirmation email** to edit and then Click **Save Action**.
32
Click **Save** on the upper right side to save all the changes on the workflow.
33
Click **Back to Workflows**.
34
Look for your **Cancelled Appointment Workflow** and **click on it**.
35
Click the Trigger action **Customer Cancelled Appointment.**
36
Under **Filters**, look for **In calendar** then **select the calendar you created** in the drop-down menu. Click **Save Trigger**.
37
Click the **Send email** action **Canceled appointment email** to edit.
38
Make the **edits** on the right side.
39
Click **Save Action**.
40
Click **Save** on the upper right to make sure you save all the changes on this workflow.
Edit Sender Name and Email Address for each Workflows
41
Click **Settings**.
42
Click the **From Name** field under **Sender details** to add your preferred name.
43
Click the **From Email** field to **edit your Sender email address**.
44
Click **Save** to update all the changes. **Congratulations**! You've completed the tutorial to create your **Webinar Call Funnel**.
